CIA
DTM icon

Concurrent Investment Advisors’s DT Midstream DTM Stock Holding History

Concurrent Investment Advisors’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Buy
3,002
+1,270
+73% +$180K ﹤0.01% 1475
2026
Q1 		$233K Buy
+1,732
New +$226K ﹤0.01% 1652

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concurrent Investment Advisors's DTM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its DT Midstream (DTM) stake by 73% in Q2 2026, buying an estimated $180K and bringing the position to 3,002 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Concurrent Investment Advisors first reported a position in DTM in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Concurrent Investment Advisors held 3,002 shares of DT Midstream worth $441K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,270 DT Midstream shares in Q2 2026, an estimated $180K.
  • DT Midstream made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1475 holding.
  • Concurrent Investment Advisors first reported a position in DT Midstream in Q1 2026 and has held it in 2 quarters since.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.